The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABM INDS INC COM 000957100 29,064,176 615,636 SH SOLE 615,636 0 0
ADTALEM GLOBAL ED INC COM 00737L103 15,735,297 123,676 SH SOLE 123,676 0 0
ADTRAN HOLDINGS INC COM 00486H105 7,601,330 847,417 SH SOLE 847,417 0 0
ALAMO GROUP INC COM 011311107 3,122,616 14,299 SH SOLE 14,299 0 0
AMBARELLA INC SHS G037AX101 12,500,885 189,221 SH SOLE 189,221 0 0
AMERICAS CAR-MART INC COM 03062T105 11,899,478 212,339 SH SOLE 212,339 0 0
AVNET INC COM 053807103 16,940,588 319,152 SH SOLE 319,152 0 0
AZZ INC COM 002474104 16,817,818 178,004 SH SOLE 178,004 0 0
BEL FUSE INC CL B 077347300 2,073,861 21,229 SH SOLE 21,229 0 0
BELDEN INC COM 077454106 18,891,380 163,138 SH SOLE 163,138 0 0
BLACKBAUD INC COM 09227Q100 4,380,856 68,227 SH SOLE 68,227 0 0
BRINKS CO COM 109696104 8,842,210 99,028 SH SOLE 99,028 0 0
CALIX INC COM 13100M509 6,407,427 120,463 SH SOLE 120,463 0 0
CAREDX INC COM 14167L103 6,170,634 315,795 SH SOLE 315,795 0 0
CELESTICA INC COM 15101Q207 31,320,193 200,629 SH SOLE 200,629 0 0
CHAMPION HOMES INC COM 830830105 7,093,275 113,293 SH SOLE 113,293 0 0
CIENA CORP COM NEW 171779309 32,917,098 404,735 SH SOLE 404,735 0 0
CLEAN HARBORS INC COM 184496107 20,753,260 89,771 SH SOLE 89,771 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 15,101,783 313,250 SH SOLE 313,250 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 7,231,500 150,000 SH Put SOLE 150,000 0 0
CORNING INC COM 219350105 62,185,677 1,182,462 SH SOLE 1,182,462 0 0
CORNING INC COM 219350105 26,295,000 500,000 SH Put SOLE 500,000 0 0
COSTAR GROUP INC COM 22160N109 75,588,462 940,155 SH SOLE 940,155 0 0
DEXCOM INC COM 252131107 17,458,000 200,000 SH Put SOLE 200,000 0 0
DEXCOM INC COM 252131107 26,582,947 304,536 SH SOLE 304,536 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 33,641,512 2,247,262 SH SOLE 2,247,262 0 0
DYCOM INDS INC COM 267475101 26,032,667 106,521 SH SOLE 106,521 0 0
ELEMENT SOLUTIONS INC COM 28618M106 26,256,854 1,159,243 SH SOLE 1,159,243 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 8,087,083 290,380 SH SOLE 290,380 0 0
FABRINET SHS G3323L100 19,822,240 67,267 SH SOLE 67,267 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 12,371,932 91,549 SH SOLE 91,549 0 0
GATX CORP COM 361448103 4,255,301 27,711 SH SOLE 27,711 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 3,066,097 294,817 SH SOLE 294,817 0 0
HAEMONETICS CORP MASS COM 405024100 67,663,212 906,892 SH SOLE 906,892 0 0
HEICO CORP NEW COM 422806109 3,208,496 9,782 SH SOLE 9,782 0 0
HNI CORP COM 404251100 6,752,119 137,294 SH SOLE 137,294 0 0
HURON CONSULTING GROUP INC COM 447462102 14,859,959 108,041 SH SOLE 108,041 0 0
LINCOLN EDL SVCS CORP COM 533535100 3,931,316 170,556 SH SOLE 170,556 0 0
LUMENTUM HLDGS INC COM 55024U109 4,621,627 48,618 SH SOLE 48,618 0 0
MAMAS CREATIONS INC COM 56146T103 371,251 44,729 SH SOLE 44,729 0 0
MASTEC INC COM 576323109 8,523,545 50,012 SH SOLE 50,012 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,936,990 127,000 SH SOLE 127,000 0 0
MINERALS TECHNOLOGIES INC COM 603158106 19,274,500 350,000 SH Put SOLE 350,000 0 0
MINERALS TECHNOLOGIES INC COM 603158106 20,383,885 370,145 SH SOLE 370,145 0 0
MONRO INC COM 610236101 7,246,886 486,042 SH SOLE 486,042 0 0
MSC INDL DIRECT INC CL A 553530106 17,004,000 200,000 SH Put SOLE 200,000 0 0
MSC INDL DIRECT INC CL A 553530106 20,177,712 237,329 SH SOLE 237,329 0 0
NAPCO SEC TECHNOLOGIES INC COM 630402105 4,593,815 154,726 SH SOLE 154,726 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 13,682,454 103,828 SH SOLE 103,828 0 0
OPENLANE INC COM 48238T109 21,623,042 884,378 SH SOLE 884,378 0 0
OSHKOSH CORP COM 688239201 63,242,461 557,006 SH SOLE 557,006 0 0
OSHKOSH CORP COM 688239201 79,478,000 700,000 SH Put SOLE 700,000 0 0
OSI SYSTEMS INC COM 671044105 12,129,623 53,943 SH SOLE 53,943 0 0
PARSONS CORP DEL COM 70202L102 23,211,925 323,421 SH SOLE 323,421 0 0
PERDOCEO ED CORP COM 71363P106 6,281,743 192,161 SH SOLE 192,161 0 0
PRIMORIS SVCS CORP COM 74164F103 12,059,422 154,727 SH SOLE 154,727 0 0
QUANTA SVCS INC COM 74762E102 3,200,825 8,466 SH SOLE 8,466 0 0
REV GROUP INC COM 749527107 3,234,026 67,956 SH SOLE 67,956 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 23,876,537 792,977 SH SOLE 792,977 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 8,558,180 113,851 SH SOLE 113,851 0 0
SLEEP NUMBER CORP COM 83125X103 2,145,118 317,560 SH SOLE 317,560 0 0
SONOCO PRODS CO COM 835495102 8,184,096 187,881 SH SOLE 187,881 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 7,166,413 120,667 SH SOLE 120,667 0 0
STRIDE INC COM 86333M108 5,859,142 40,355 SH SOLE 40,355 0 0
TURNING PT BRANDS INC COM 90041L105 3,301,299 43,570 SH SOLE 43,570 0 0
VEECO INSTRS INC DEL COM 922417100 16,420,876 808,114 SH SOLE 808,114 0 0
VERINT SYS INC COM 92343X100 9,063,425 460,774 SH SOLE 460,774 0 0
WILEY JOHN & SONS INC CL A 968223206 11,157,500 250,000 SH Put SOLE 250,000 0 0
WILEY JOHN & SONS INC CL A 968223206 49,625,436 1,111,930 SH SOLE 1,111,930 0 0
WNS HLDGS LTD COM SHS G98196101 63,452,044 1,003,353 SH SOLE 1,003,353 0 0
WNS HLDGS LTD COM SHS G98196101 31,620,000 500,000 SH Put SOLE 500,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 82,970,425 269,070 SH SOLE 269,070 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 61,672,000 200,000 SH Put SOLE 200,000 0 0